# Client Detail Overview https://docs.wisecp.com/de/client-detail-overview One client, gathered on a single page. Who they are, what they bought, what they owe and everything that has happened on the account. ## Opening the Screen Open a client from the list, or any client link in the panel, and you land here. The address carries the record: `{admin}/users/detail?id={client}`. Each tab adds itself to the address as well, so a page can be linked to exactly where you were. ## What Is on the Screen ### The header strip Above the tabs, the client's name sits next to a row of chips that read left to right in order of meaning. - **Status**: Active, blocked, inactive or blacklisted. The only coloured chip in normal use. - **Group**: The client group, in the group's own colour. - **Affiliate / Reseller**: Shown when the client has that role; both link to their own tab. - **Warnings**: An unverified e-mail address or phone number, in red, because they need doing. - **Billing flags**: Exemptions set on this client, such as never suspend or no late fee. These are settings, not alarms. ### The tabs - **Summary**: The account at a glance: money owed, service and order totals, contact details and account facts. - **Profile**: The record itself: personal and company details, security, saved cards and custom fields. - **Contacts**: Billing profiles - additional people and addresses invoices can be issued to. - **Sub-Accounts**: Other users allowed into this account, with the permissions granted to each. - **Invoices**: Every invoice for this client with its status. - **Products & Services**: Orders and the services they produced. - **Support Requests**: The client's tickets. - **Affiliate**: The partner account: referrals, earnings and withdrawals. - **Reseller**: The reseller account, when the client has one. - **Messages**: Notifications sent to this client, and what they contained. - **Activity Logs**: Sign-ins and actions on the account, with address and device. - **Notes**: Internal notes. Clients never see them. Most tabs are always listed, empty or not: an empty Support Requests tab means this client has never written in. The Reseller tab is the exception - it appears only when the reseller system is switched on for the whole installation, so its absence says nothing about this particular client. ## Tasks ### Work inside the client's own panel 1. Use the sign-in-as-client action on the record. 2. The client area opens as that client, in a separate tab, without needing their password. 3. Your admin session stays open in the original tab; you can move between the two. ### Block a client 1. Set the account status to blocked from the record. 2. Sign-in closes immediately. Orders, services and invoices are untouched. 3. Blocking is reversible; deleting is not. ### Add the client to the blacklist 1. Click **Add to Blacklist** in the account status strip. The window opens with the client's identity strip at the top: picture or initials, name and ID, company and email. Two marks next to it show how many active services and unpaid invoices the restrictions would touch. Pick a **Reason** from the list and add notes if you want. 2. Under **Screenshots** you can attach evidence images (PNG or JPG, up to 10). Only signed-in staff can open them. 3. Under **Restrictions**, tick what the entry should enforce and confirm. The entry keeps the reason, the date and your name; the strip shows a badge for each active restriction. From then on the client's rows in the search palette and the client list carry a **Blacklisted** badge. Each restriction works on its own and takes effect immediately: - **Block new orders**: The client cannot place a new order from the site or through their API keys. - **Block renewals**: The client cannot create renewal invoices or turn on automatic renewal. Automation stops issuing renewal invoices for them too. You can still renew from the panel. - **Block tickets**: The client cannot open new support tickets. The ticket form is replaced by a notice. - **Suspend services**: All active services are suspended right away. ### Edit the blacklist entry 1. Click **Remove from Blacklist** in the account status strip, then **Edit** at the bottom of the window. 2. Change the **Reason**, the notes or the ticked **Restrictions**. Tick a stored screenshot to remove it, or add new ones under **Screenshots**. 3. When you untick **Suspend services**, a **Reactivate suspended services** option appears; leave it ticked to bring the services back. Save to apply. The original author and date stay on the entry. ### Remove the client from the blacklist 1. Click **Remove from Blacklist** in the account status strip. The window opens with the same identity strip and impact marks at the top. Below them it shows who added the entry, when and why, with any screenshots. 2. Tick **Reactivate suspended services** if the suspended services should come back, then confirm. All restrictions stop at once. ## Things to Watch > **The client never sees the reason you picked** > > Every blocked action shows the client the same neutral Terms of Service message. The message links to your terms page. Unpaid invoices stay payable, so the client can still settle their debt. > **The address remembers the tab** > > Switching tabs changes the address. Copying it hands over the page you are actually looking at. That is worth doing when you ask a colleague to check something. > **Signing in as a client is a real session** > > Everything you do there happens as the client, on their live account. It is the fastest way to see what they see. It is also the fastest way to place an order in their name by accident. > **Billing flags outlive the case that caused them** > > Never suspend, never cancel and no late fee stay on until you take them off. They are meant for a handful of accounts, not for a whole client group. ## Required Privileges The record opens with a privilege from the `USERS` group. Changing anything needs `USERS_OPERATION`, deleting needs `USERS_DELETE`, and the credit, reseller, affiliate and personal-data areas have their own privileges (`USERS_MANAGE_CREDIT`, `USERS_DEALERSHIP`, `USERS_AFFILIATE`, `USERS_GDPR`). ## Related Articles - [Client List](https://docs.wisecp.com/en/client-list) - [Client Summary](https://docs.wisecp.com/en/client-summary) - [Client Profile](https://docs.wisecp.com/en/client-profile) - [Client Notes](https://docs.wisecp.com/en/client-notes)